See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 19 · EIN 23-1707341 | Securities Custodian | $177,565 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $147,614 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $138,807-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | 10.32% | 9.14%+1.2pp | 8.39%+1.9pp | 9.14%+1.2pp |
| Employer contribution / active EE | $7,775 | $19,963-61.1% | $20,497-62.1% | $19,963-61.1% |
| Participant deferral / active EE | $0 | $919-100.0% | $16-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |